OFC210 Microsoft Office SharePoint Designer 2007: Create and Customize SharePoint Web Sites and...

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Transcript of OFC210 Microsoft Office SharePoint Designer 2007: Create and Customize SharePoint Web Sites and...

Page 1: OFC210 Microsoft Office SharePoint Designer 2007: Create and Customize SharePoint Web Sites and Build Workflow-Enabled Applications Alex Malek Program.
Page 2: OFC210 Microsoft Office SharePoint Designer 2007: Create and Customize SharePoint Web Sites and Build Workflow-Enabled Applications Alex Malek Program.

OFC210OFC210Microsoft Office SharePoint Microsoft Office SharePoint Designer 2007: Designer 2007: Create and Customize Create and Customize SharePoint Web Sites and SharePoint Web Sites and Build Workflow-Enabled Build Workflow-Enabled ApplicationsApplications

OFC210OFC210Microsoft Office SharePoint Microsoft Office SharePoint Designer 2007: Designer 2007: Create and Customize Create and Customize SharePoint Web Sites and SharePoint Web Sites and Build Workflow-Enabled Build Workflow-Enabled ApplicationsApplicationsAlex MalekAlex MalekProgram ManagerProgram ManagerMicrosoft CorporationMicrosoft Corporationblogs.msdn.com/alexmablogs.msdn.com/alexma

Page 3: OFC210 Microsoft Office SharePoint Designer 2007: Create and Customize SharePoint Web Sites and Build Workflow-Enabled Applications Alex Malek Program.

Session ObjectivesSession Objectives

Learn how Microsoft Office SharePoint Learn how Microsoft Office SharePoint Designer can be used to create Designer can be used to create applications on SharePoint serversapplications on SharePoint servers

See app-building features such as Data See app-building features such as Data Views and WorkflowViews and Workflow

Learn about customizing pages using Learn about customizing pages using CSS and ASP.net Master PagesCSS and ASP.net Master Pages

Page 4: OFC210 Microsoft Office SharePoint Designer 2007: Create and Customize SharePoint Web Sites and Build Workflow-Enabled Applications Alex Malek Program.

A SharePoint ApplicationA SharePoint ApplicationA SharePoint ApplicationA SharePoint Application

Page 5: OFC210 Microsoft Office SharePoint Designer 2007: Create and Customize SharePoint Web Sites and Build Workflow-Enabled Applications Alex Malek Program.

SharePoint ApplicationsSharePoint ApplicationsUse SharePoint Designer to build “no-code” composite Use SharePoint Designer to build “no-code” composite appsapps

Leverage platform to quickly build appsLeverage platform to quickly build apps

Ideal for tracking & reporting apps, information portalsIdeal for tracking & reporting apps, information portals

Integrate external data into SharePoint solutionsIntegrate external data into SharePoint solutions

Lists and libraries to store dataLists and libraries to store data

Read and write data with Data Views

SharePoint rights/roles, presence , search, notification

Application glue using workflow

Page 6: OFC210 Microsoft Office SharePoint Designer 2007: Create and Customize SharePoint Web Sites and Build Workflow-Enabled Applications Alex Malek Program.

““No Code” SolutionsNo Code” Solutions

The value of “The value of “no codeno code” applications” applications

No code = No riskNo code = No risk

Designed for Rapid DevelopmentDesigned for Rapid Development

Administrator-controlled developers extensibility pointsAdministrator-controlled developers extensibility points

Office SharePoint Designer “no code” features Office SharePoint Designer “no code” features mean mean solutionsolution creatorscreators don’t have to be don’t have to be developersdevelopers to:to:

Create custom list views and formsCreate custom list views and forms

Integrate external data into SharePoint solutionsIntegrate external data into SharePoint solutions

Build custom workflows for adding business logicBuild custom workflows for adding business logic

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Collaborative DevelopmentCollaborative DevelopmentIntegration with Visual StudioIntegration with Visual Studio

Custom Coding Custom Coding (if necessary)(if necessary)

Web Controls and PartsWeb Controls and Parts

ASP.NET page codingASP.NET page coding

Event handlersEvent handlers

Workflow actionsWorkflow actions

Microsoft Microsoft Visual Visual StudioStudio

Web site Web site constructionconstruction

Create lists and doclibsCreate lists and doclibs

Design Web pagesDesign Web pages

No-code data view/formsNo-code data view/forms

No-code workflowsNo-code workflows

Web part hookupWeb part hookup

Office SharePoint Office SharePoint Designer + Designer +

BrowserBrowser

Page 8: OFC210 Microsoft Office SharePoint Designer 2007: Create and Customize SharePoint Web Sites and Build Workflow-Enabled Applications Alex Malek Program.

Sample SharePoint ApplicationsSample SharePoint Applications

Current set of 30 Current set of 30 Windows SharePoint Services (v2)Windows SharePoint Services (v2) app app templates already has templates already has over 900,000 downloadsover 900,000 downloads

Working on 40+ new templates for V3Working on 40+ new templates for V3

Horizontal focus on common roles & tasksHorizontal focus on common roles & tasksRange from simple single-list apps to full Range from simple single-list apps to full workflow integration and cross-site rollupsworkflow integration and cross-site rollups

Page 9: OFC210 Microsoft Office SharePoint Designer 2007: Create and Customize SharePoint Web Sites and Build Workflow-Enabled Applications Alex Malek Program.

Inventory TrackingInventory Tracking

Job Requisitions and Interview Job Requisitions and Interview ManagementManagement

Knowledge Base and Document Knowledge Base and Document ManagementManagement

Lending LibraryLending Library

New Product DevelopmentNew Product Development

Team Work SiteTeam Work Site

Performance Review SitePerformance Review Site

Physical Asset Tracking and Physical Asset Tracking and ManagementManagement

Project Tracking Site (Multiple Projects)Project Tracking Site (Multiple Projects)

Project Tracking Site (Single Project)Project Tracking Site (Single Project)

Publication ReviewPublication Review

Room and Equipment ReservationsRoom and Equipment Reservations

Sports League Sports League

Timecard ManagementTimecard Management

Timesheet and BillingTimesheet and Billing

Absence Request and Vacation Absence Request and Vacation Schedule Schedule

Basic Survey SiteBasic Survey Site

Board of DirectorsBoard of Directors

Call CenterCall Center

Change Request ManagementChange Request Management

Classroom ManagementClassroom Management

Competitive Intelligence DashboardsCompetitive Intelligence Dashboards

Compliance Process Support SiteCompliance Process Support Site

Contacts ManagementContacts Management

Document ReviewDocument Review

Employee Activities SiteEmployee Activities Site

Employee Self Service BenefitsEmployee Self Service Benefits

Employee Training MaterialsEmployee Training Materials

Event PlanningEvent Planning

Expense and Reimbursement Expense and Reimbursement Approval SitesApproval Sites

Help DeskHelp Desk

Application Templates for WSS Application Templates for WSS V3 V3 The new upcoming “Fantastic 40”The new upcoming “Fantastic 40”

Page 10: OFC210 Microsoft Office SharePoint Designer 2007: Create and Customize SharePoint Web Sites and Build Workflow-Enabled Applications Alex Malek Program.

Building a SharePoint Building a SharePoint ApplicationApplicationBuilding a SharePoint Building a SharePoint ApplicationApplication

Page 11: OFC210 Microsoft Office SharePoint Designer 2007: Create and Customize SharePoint Web Sites and Build Workflow-Enabled Applications Alex Malek Program.

Data View Web PartData View Web Part“… the Swiss Army Knife of web parts”“… the Swiss Army Knife of web parts”

Page 12: OFC210 Microsoft Office SharePoint Designer 2007: Create and Customize SharePoint Web Sites and Build Workflow-Enabled Applications Alex Malek Program.

Data Views – PresentationData Views – Presentation

Improved:Improved: WYSIWYG design experienceWYSIWYG design experience

Conditional formattingConditional formatting

Static and Ad-hoc sort, and groupStatic and Ad-hoc sort, and group

New: Ajax support for filterNew: Ajax support for filter

New: XPath Expression / Formula BuilderNew: XPath Expression / Formula Builder

New:New: Code view experience Code view experience

XSLT intelliSense (with XPath data context)XSLT intelliSense (with XPath data context)

Selection syncing between design and code viewSelection syncing between design and code view

New: New: Customizable forms to write back to data sourcesCustomizable forms to write back to data sources

New: New: Workflow integration to add business logicWorkflow integration to add business logic

Page 13: OFC210 Microsoft Office SharePoint Designer 2007: Create and Customize SharePoint Web Sites and Build Workflow-Enabled Applications Alex Malek Program.

Data Views – Access to DataData Views – Access to Data

Improved:Improved: OOB support for: Lists, SQL, OLEDB, XML, OOB support for: Lists, SQL, OLEDB, XML, SOAP Services, Server Scripts, RSS, Business SOAP Services, Server Scripts, RSS, Business Data Catalog (w/MOSS)Data Catalog (w/MOSS)

New:New: Combine data from Combine data from multiple sources into single viewsmultiple sources into single views

New: New: Fully extensible ASP.Net Fully extensible ASP.Net Data Source control modelData Source control model

Page 14: OFC210 Microsoft Office SharePoint Designer 2007: Create and Customize SharePoint Web Sites and Build Workflow-Enabled Applications Alex Malek Program.

Adding Application LogicAdding Application LogicAdding Application LogicAdding Application LogicUsing “no code” Workflow to enhance Using “no code” Workflow to enhance a SharePoint Applicationa SharePoint Application

Page 15: OFC210 Microsoft Office SharePoint Designer 2007: Create and Customize SharePoint Web Sites and Build Workflow-Enabled Applications Alex Malek Program.

The Workflow DesignerThe Workflow DesignerCreating application logic without codeCreating application logic without code

Page 16: OFC210 Microsoft Office SharePoint Designer 2007: Create and Customize SharePoint Web Sites and Build Workflow-Enabled Applications Alex Malek Program.

Rule-Based “No Code” Rule-Based “No Code” WorkflowsWorkflows

Built on Windows Workflow Foundation Built on Windows Workflow Foundation hosting in SharePointhosting in SharePoint

Workflows are composed of pre-existing Workflows are composed of pre-existing building blocks and conditional logicbuilding blocks and conditional logic

Based on Based on EventsEvents, , ConditionsConditions, , and and ActionsActions

Described by XOML files in Described by XOML files in Web siteWeb site

Triggered by initiation form or Triggered by initiation form or list eventslist events

Supports rich data binding to list itemsSupports rich data binding to list items

Extensible via custom actions, conditionsExtensible via custom actions, conditions

Page 17: OFC210 Microsoft Office SharePoint Designer 2007: Create and Customize SharePoint Web Sites and Build Workflow-Enabled Applications Alex Malek Program.

Assign Custom Task Assign Custom Task

Send EmailSend Email

Create/Update/Delete List itemCreate/Update/Delete List item

Collect Data from UserCollect Data from User

Wait for TimerWait for Timer

Wait for Data ChangeWait for Data Change

Sample Workflow ActionsSample Workflow Actions

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Stru

cture

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oc

Stru

cture

d A

d H

oc

Microsoft Visual Studio Microsoft Visual Studio & workflow SDK& workflow SDK

Microsoft Microsoft SharePoint Designer SharePoint Designer workflowsworkflows

Out-of-the-Box Out-of-the-Box SolutionsSolutions

Document Approval(parallel/serial)

Signature Collection

Task & Issue Tracking(WSS, Access, & Project)

Form ActionsForm ActionsPush SQL data to a Push SQL data to a

listlistEmail notificationsEmail notificationsSimple validationSimple validation

Document ProcessesDocument ProcessesAuto-create InfoPath Auto-create InfoPath

formformConditional ExpirationConditional Expiration

Custom ReviewCustom Review

Custom App LogicCustom App LogicLink lists togetherLink lists together

Custom alertsCustom alertsFlag list itemsFlag list items

LOB Integration

(BizTalk)

Purchase Order Processing

Workflow ScenariosWorkflow Scenarios

Page 19: OFC210 Microsoft Office SharePoint Designer 2007: Create and Customize SharePoint Web Sites and Build Workflow-Enabled Applications Alex Malek Program.

Application CustomizationApplication CustomizationApplication CustomizationApplication Customization

Changing the application look Changing the application look and feel using CSS and Master and feel using CSS and Master PagesPages

Page 20: OFC210 Microsoft Office SharePoint Designer 2007: Create and Customize SharePoint Web Sites and Build Workflow-Enabled Applications Alex Malek Program.

Site CustomizationSite Customization

Use custom Master Pages for application Use custom Master Pages for application chromechrome

Quick global changesQuick global changes

CSS tools for customizing SharePoint stylesCSS tools for customizing SharePoint styles““Core.css” automatically copied to local siteCore.css” automatically copied to local site

New safety netsNew safety netsUsers can restore original contents of site Users can restore original contents of site template pages, i.e. “re-ghost” pagestemplate pages, i.e. “re-ghost” pages

Versioning and Recycle BinVersioning and Recycle Bin

““Contributor Mode” for fine-grained restrictionsContributor Mode” for fine-grained restrictions

Deep support for ASP.NETDeep support for ASP.NET

Page 21: OFC210 Microsoft Office SharePoint Designer 2007: Create and Customize SharePoint Web Sites and Build Workflow-Enabled Applications Alex Malek Program.

Learned what Office SharePoint Designer isLearned what Office SharePoint Designer is

Learned about core app-building features, Learned about core app-building features, including data views and workflowsincluding data views and workflows

Call to action:Call to action:Visit Visit blogs.msdn.com/alexma for more on for more on building SharePoint Appsbuilding SharePoint Apps

Deploy Microsoft Office 2007 Beta 2Deploy Microsoft Office 2007 Beta 2

Start thinking about application scenariosStart thinking about application scenarios

SummarySummary

Page 22: OFC210 Microsoft Office SharePoint Designer 2007: Create and Customize SharePoint Web Sites and Build Workflow-Enabled Applications Alex Malek Program.

The 2007 Microsoft Office The 2007 Microsoft Office System System Clients. Servers. Clients. Servers. Solutions.Solutions.

Install Beta 2 today! Install Beta 2 today! It’s in your attendee bagIt’s in your attendee bag

Learn more at the Office System TLCLearn more at the Office System TLCDemo Stations / Hands-on-Labs / Chalk-talksDemo Stations / Hands-on-Labs / Chalk-talks

Get more informationGet more informationhttp://www.microsoft.com/office/preview/default.mspxhttp://www.microsoft.com/office/preview/default.mspxhttp://msdn.microsoft.com/office/

TalkTalk

LabLab

DemoDemo

Page 23: OFC210 Microsoft Office SharePoint Designer 2007: Create and Customize SharePoint Web Sites and Build Workflow-Enabled Applications Alex Malek Program.

ResourcesResourcesTechnical Chats and Webcastshttp://www.microsoft.com/communities/chats/default.mspx http://www.microsoft.com/usa/webcasts/default.asp

Microsoft Learning and Certificationhttp://www.microsoft.com/learning/default.mspx

MSDN & TechNet http://microsoft.com/msdnhttp://microsoft.com/technet

Virtual Labshttp://www.microsoft.com/technet/traincert/virtuallab/rms.mspx

Newsgroupshttp://communities2.microsoft.com/communities/newsgroups/en-us/default.aspx

Technical Community Siteshttp://www.microsoft.com/communities/default.mspx

User Groupshttp://www.microsoft.com/communities/usergroups/default.mspx

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Fill out a session Fill out a session evaluation on evaluation on CommNet for CommNet for

a chance toa chance toWin an XBOX Win an XBOX

360!360!

Page 25: OFC210 Microsoft Office SharePoint Designer 2007: Create and Customize SharePoint Web Sites and Build Workflow-Enabled Applications Alex Malek Program.

© 2006 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.

The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation.

MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.